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Invesco S&P 500 Equal Weight ETF

849 hedge funds and large institutions have $9.52B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 294 increasing their positions, 225 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+160
Holders Change %
+23.22%
% of All Funds
15.06%
Holding in Top 10
92
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+73.58%
% of All Funds
1.63%
New
209
Increased
294
Reduced
225
Closed
39
Calls
$33.1M
Puts
$179M
Net Calls
-$146M
Net Calls Change
-$84M
Name Holding Trade Value Shares
Change
Shares
Change %
PBT
201
Pictet Bank & Trust
Bahamas
$4.86M -$171K -1,340 -3%
UCFA
202
United Capital Financial Advisors
Texas
$4.83M +$308K +2,414 +7%
BMCM
203
Bryn Mawr Capital Management
Pennsylvania
$4.83M +$1.62M +12,713 +51%
SPC
204
Sigma Planning Corp
Michigan
$4.71M +$223K +1,749 +5%
EWA
205
EP Wealth Advisors
California
$4.68M -$57.5K -451 -1%
HIA
206
Harbor Investment Advisory
Maryland
$4.6M +$504K +3,954 +12%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$4.59M +$1.23M +9,627 +37%
SFG
208
Summit Financial Group
West Virginia
$4.56M -$42.1K -330 -0.9%
RFP
209
Roth Financial Partners
Texas
$4.55M +$4.55M +35,686 New
AWA
210
AmeriServ Wealth Advisors
Pennsylvania
$4.42M +$4.42M +34,620 New
CWA
211
Clarus Wealth Advisors
Arizona
$4.37M +$26.8K +204 +0.6%
Comerica Bank
212
Comerica Bank
Texas
$4.3M +$421K +3,205 +11%
WJWM
213
Williams Jones Wealth Management
New York
$4.28M -$147K -1,155 -3%
FBB
214
Fulton Breakefield Broenniman
Maryland
$4.23M -$746K -5,852 -15%
CAGAS
215
Capital Advisory Group Advisory Services
Minnesota
$4.12M +$820K +6,428 +25%
KIM
216
Karpus Investment Management
New York
$4.12M +$4.12M +32,275 New
HCIA
217
Hochman Cole Investment Advisors
Illinois
$4.08M -$238K -1,866 -6%
BPA
218
Beacon Pointe Advisors
California
$4.08M -$2.38M -18,641 -37%
LC
219
LCNB Corp
Ohio
$4.07M +$2.07M +16,191 +103%
IWM
220
IHT Wealth Management
Illinois
$4.06M +$362K +2,838 +10%
FF
221
FourThought Financial
Florida
$4.04M +$4.04M +31,705 New
CIA
222
Capital Investment Advisors
Georgia
$4.04M +$2.34M +18,363 +138%
FRA
223
Frank Rimerman Advisors
California
$4M +$4M +31,394 New
SPIA
224
Steward Partners Investment Advisory
New York
$4M -$534K -4,187 -12%
SC
225
Scotia Capital
Ontario, Canada
$3.99M +$851K +6,676 +27%